Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
3,217
-872
-21% -$62K 0.04% 235
2025
Q1
$260K Sell
4,089
-771
-16% -$48.9K 0.05% 222
2024
Q4
$368K Sell
4,860
-7,517
-61% -$569K 0.07% 200
2024
Q3
$1.09M Buy
12,377
+1,765
+17% +$156K 0.2% 136
2024
Q2
$781K Sell
10,612
-1,889
-15% -$139K 0.15% 149
2024
Q1
$1.17M Buy
12,501
+1,707
+16% +$160K 0.24% 118
2023
Q4
$1.17M Buy
+10,794
New +$1.17M 0.3% 92